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Benepass · 1 month ago

Customer Success Manager - SMB

United States

Full-time

Remote

Mid Level

$100K/yr - $130K/yr

3+ years exp

Benepass is a fintech company focused on making benefits easy and customizable for companies. The Customer Success Manager will manage relationships with SMB and emerging tech clients, ensuring customer satisfaction and contributing to process improvements across departments.

Employee BenefitsEnterprise SoftwareFinTechHuman Resources

Responsibilities

Manage a portfolio of SMB and emerging tech clients through all stages of the customer lifecycle, from onboarding to ongoing success planning

Drive admin platform education and adoption by providing regular check-ins, product training, and best practice guidance

Identify growth opportunities within your accounts and collaborate with sales on upsell and expansion strategies

Monitor customer health metrics and proactively address at-risk accounts

Gather and communicate customer feedback to product and engineering teams to help shape our roadmap

Develop scalable processes and resources tailored to the unique needs of SMB clients

Qualification

Customer success managementSaaS experienceAccount managementData analysisCross-functional collaborationStartup experienceRelationship buildingClear communicationAdaptabilityOrganizational skills

Required

3-5 years of experience in customer success or account management in SaaS, start-up, healthcare, or Benefits space

Direct experience working in the Benefits space

Proven track record of managing and growing SMB and emerging tech accounts

Demonstrated ability to analyze data and business insights to influence stakeholder decision-making

Ability to interact with customer teams at various levels of technical and non-technical depth, and across multiple levels from end users through C-level stakeholders

Experience working with cross-functional teams and communicating common customer behaviors to the sales, marketing, and product teams